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Procore

Create and Manage Project Categories for Workforce Planning

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 In Beta
This feature is in beta and available for customers using the Workforce Planning tool.

Objective

To create project and manage project categories and subcategories in Workforce Planning.

Background

Project categories and subcategories to help to better organize and manage your projects and workforce. Some commonly used categories are:

  • Phases
  • Areas
  • Roles/Job Titles
  • Scope of Work
  • Floors

Things to Consider

  • Required User Permissions
  • Categories are specific to individual projects and must be created within each project.
  • If data syncs are enabled:
    • Categories in Workforce Planning do not currently sync with Locations or Work Breakdown Structure in Procore.

Steps

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select New Gantt.
  3. Take steps to complete the following actions for categories and subcategories:

Add

  1. Next to the project name, click the vertical ellipsis icon-ellipsis-vertical.png and select Add Category.
  2. To add a subcategory, click the vertical ellipsis icon-ellipsis-vertical.png next to the category, and select Add Subcategory.

Rename

  1. Double click the category or subcategory name.
  2. Enter the new name. Then click anywhere on the screen to save.

Delete

  1. Next to the category or subcategory, click the vertical ellipsis icon-ellipsis-vertical.png and select Delete this Category or Delete this Subcategory.
  2. Click Delete to confirm.
 Legacy Content

You can also manage categories from the Assignment Boards, Gantt, or List via the legacy Project Details page.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Assignment List, Boards, or Gantt.
  3. Click the name of your Project.
  4. Locate the 'Categories' section and take any of the following actions:
    • Add Categories and Subcategories
      1. Click New.
      2. Enter the Category Name.
      3. Optional: If creating a subcategory, follow these steps:
        1. Click Add Subcategory.
        2. Enter the Subcategory Name.
        3. Click Save.
      4. Click Save
    • Rename Categories
      1. Click Edit.
      2. Click the settings icon-gear-wfp.png icon.
      3. Enter the name.
      4. Click Save.
    • Delete Categories
      1. Click Edit.
      2. Click the delete icon-delete-wfp.png icon.
      3. Type Yes.
      4. Click Delete